Schwab U.S. Large-Cap Value Index Fund (SWLVX) - Large Value fund with $1.15 Billion in assets. The fund allocates 16.56% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Berkshire Hathaway Inc at 2.65% of total assets. This is followed by JPMorgan Chase Co (2.59%) and Exxon Mobil Corp (1.98%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Berkshire Hathaway Inc | 2.65% | - | - |
| JPMorgan Chase Co | 2.59% | - | - |
| Exxon Mobil Corp | 1.98% | - | - |
| UnitedHealth Group Inc | 1.80% | - | - |
| Johnson Johnson | 1.68% | - | - |
| Walmart Inc | 1.57% | - | - |
| Procter Gamble Co/The | 1.21% | - | - |
| Chevron Corp | 0.99% | - | - |
| Bank of America Corp | 1.13% | - | - |
| Thermo Fisher Scientific Inc | 0.96% | - | - |
| Wells Fargo Co | 1.02% | - | - |
| Amazon.com Inc | 2.12% | - | - |
| Alphabet Inc | 1.95% | - | - |
| Micron Technology Inc | 1.76% | - | - |
| Intel Corp | 1.27% | - | - |